Meet your obligations
Your firm lines up with the FTC Safeguards Rule and IRS Publication 4557. We write the plan and configure your systems to actually run it.
Security and compliance for CPA firms
Security you can hand a client. Compliance handled.
Walk into your next client conversation, insurance renewal, or security review with confidence. We make your firm ready, and we keep it that way.
Talk to a guru now A 30-minute discovery call. No pressure, no jargon.
What you get
Confidence, not a compliance scramble.
Your obligations are real, and so is the upside of meeting them well. Here is what handled looks like.
Pass your next security review
When a client, insurer, or regulator asks how you protect data, you have a clear answer and the evidence to back it.
A credible security story
Turn security into a reason bigger clients say yes to your firm. Hand them a written plan and proof the controls are live.
Protect taxpayer data
The client tax data you are trusted with stays guarded, in line with IRC Section 7216 confidentiality and current best practices.
Talk to a guru now
Bring your questions. We will give you straight answers.
What we handle
The obligations your firm carries, covered.
We work only with accounting firms, so we know exactly what applies to you and how to put it in place.
FTC Safeguards Rule (16 CFR Part 314)
As a financial institution under the rule, your firm needs a written security program with specific safeguards in place. We build it and keep it current as the rule evolves.
IRS Publication 4557
The IRS guidance for safeguarding taxpayer data, mapped to your real systems and your team, not left as a checklist nobody owns.
A written information security plan (WISP)
Not a template in a drawer. We write your WISP, then configure your systems to enforce what it says, so the plan and the practice match.
SOC 2 Type 2
We hold our own SOC 2 Type 2 attestation, independently audited. The partner protecting your firm is held to the same standard your clients hold you to.
Talk to a guru now
A real conversation about your firm, not a sales pitch.
Talk to a guru now
Book your discovery call.
Pick a time that works. It takes about 30 minutes, and it is genuinely useful even if we never work together.
- We get to know you, your firm, and where you want it to go.
- A quick, honest look at Tech Guru and how we work.
- How we help firms like yours grow without adding headcount.
- Clear next steps. No pressure, no obligation.
No long-term contract. No hour caps. No minimums. 60-day cancellation any time.
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